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Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

331 hedge funds and large institutions have $924M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-15
Holders Change %
-4.34%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
118
Reduced
114
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$10.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.44M
3
MWM
Modern Wealth Management
Kansas
+$6.79M
4
Charles Schwab
Charles Schwab
California
+$6.2M
5
MAM
Marotta Asset Management
Virginia
+$4.88M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$35.8M
2
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$10.5M
3
IFA
Independence Financial Advisors
New Hampshire
-$7.67M
4
Bank of America
Bank of America
North Carolina
-$6.07M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$1.78M +$1.08M +16,954 +155%
KPWS
77
Kestra Private Wealth Services
Texas
$1.76M +$37.5K +586 +2%
RF
78
Roxbury Financial
New Jersey
$1.72M +$26.9K +420 +2%
KPWM
79
KDK Private Wealth Management
Texas
$1.7M -$41.6K -650 -2%
AFM
80
Aspetuck Financial Management
Connecticut
$1.69M +$57.9K +905 +4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.68M -$198K -3,073 -11%
AAS
82
Ameritas Advisory Services
Nebraska
$1.67M -$151K -2,361 -8%
AWS
83
Atria Wealth Solutions
New York
$1.67M -$3.16M -49,190 -65%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.61M -$4.16M -65,006 -72%
FIM
85
Freedom Investment Management
Connecticut
$1.61M -$1.11M -17,350 -41%
VWM
86
VCI Wealth Management
Missouri
$1.59M +$150K +2,353 +10%
FTS
87
Fifth Third Securities
Ohio
$1.56M +$10.8K +169 +0.7%
ACA
88
Atlas Capital Advisors
Wyoming
$1.54M -$762K -11,921 -33%
IAN
89
Integrated Advisors Network
Texas
$1.52M -$255K -3,985 -14%
AB
90
Atlas Brown
Kentucky
$1.38M -$1.86K -29 -0.1%
SYBT
91
Stock Yards Bank & Trust
Kentucky
$1.37M +$1.37M +21,351 New
BCI
92
Brinker Capital Investments
Pennsylvania
$1.34M +$16K +250 +1%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$1.33M +$526K +8,258 +65%
CWM
94
Congress Wealth Management
Massachusetts
$1.33M +$491K +7,682 +59%
IFA
95
Independence Financial Advisors
New Hampshire
$1.32M -$7.67M -119,998 -85%
PFS
96
Prospect Financial Services
New York
$1.32M -$716K -11,197 -35%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.23M +$1.23M +19,300 New
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.23M +$3.45K +54 +0.3%
BWM
99
Birchcreek Wealth Management
Ohio
$1.22M +$254K +3,969 +26%
COCM
100
Charter Oak Capital Management
New Hampshire
$1.08M +$43.9K +686 +4%
2 3
4
5 6